Investment & Retirement Solutions Advisor

94-1687665 Bank of America, National Association; Pennington (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America Merrill Lynch is seeking a Merrill Participant Services Financial Solutions Advisor to engage participants with goals-based conversations, educate on investments, and guide them through the Bank of America/Merrill relationship.

Role focuses on triaging leads, building financial plans, and coordinating with partners to deliver tailored brokerage products and services. Requires licenses (Series 7/66) and strong client-focus.

Qualifications

• Series 7, and 66 or equivalent required.
• Passion for excellence and willingness to work to exceed client expectations.
• Strong computer skills with an ability to multitask in a fast paced environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Series 7 & 66 or equivalent

Passion for excellence

Strong computer skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Job description

Bank of America Merrill Lynch is seeking a Merrill Participant Services Financial Solutions Advisor to engage participants with goals-based conversations, educate on investments, and guide them through the Bank of America/Merrill relationship.

Role focuses on triaging leads, building financial plans, and coordinating with partners to deliver tailored brokerage products and services. Requires licenses (Series 7/66) and strong client-focus.